+49.5%
RKLB vs EFV
+30.7%
+18.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +1.1% |
| 7D | -0.2% | +1.5% | -1.7% | -4.0% |
| 30D | -14.1% | +1.7% | -15.8% | -17.9% |
| 3M | -46.4% | +8.6% | -55.1% | -56.6% |
| 6M | -10.6% | +11.7% | -22.3% | -31.3% |
| YTD | -7.9% | +19.3% | -27.2% | -42.2% |
| 1Y | +49.5% | +30.2% | +19.3% | -23.5% |
| All | +49.5% | +30.7% | +18.8% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EFV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling